Insights

Climate-first Treasury Climate Cash launch creates an immediate sales opening to present climate-aligned insured deposits to corporate treasuries and ESG teams seeking liquidity with measurable climate impact. Leverage CNote’s credibility from marquee clients and its DEI mission to position Climate Cash as a compliant, yield-competitive way to meet ESG and net-zero commitments while supporting MDIs and CDFIs.

Impact Channel Partners Leverage existing partnerships with MDIs, CDFIs, and LID credit unions to expand into the impact finance ecosystem. Propose joint programs with foundations and mission-focused funds to park cash via Promise Account and Climate Cash, driving deposit growth for CNote and channeling capital to community lenders.

Foundations & Funds Foundations and accredited impact investors are a natural audience for CNote’s Wisdom Fund and insured cash strategies. Target philanthropic arms and ESG funds to deploy capital that yields competitive cash returns and measurable social outcomes, with clear reporting on DEI and climate impact.

Credible ESG CNote's B Corp certification and GIIRS rating, plus recognition as a Best Women-Owned Business, provide credibility to enterprise ESG and CSR teams. Use this to approach corporate buyers seeking to meet DEI commitments and supplier diversity goals through impact cash management and a network of MDIs and CDFIs.

Product Upsell Cross-sell across Climate Cash, Promise Account, and Wisdom Fund to existing clients and prospects; frame treasury modernization as part of an integrated, AI-powered cash optimization strategy; target Fortune 1000 and mid-market brands seeking a single, impact-aligned liquidity solution.

CNote Tech Stack

CNote uses 8 technology products and services including Linkedin Insight Tag, Figma, Aon, and more. Explore CNote's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Figma
    Design
  • Aon
    Governance, Risk And Compliance
  • DataTables
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • WordPress Block Editor
    Page Builders
  • JavaScript
    Programming Languages
  • HSTS
    Security

Media & News

CNote's Email Address Formats

CNote uses at least 1 format(s):
CNote Email FormatsExamplePercentage
First@mycnote.comJohn@mycnote.com
90%
Last@mycnote.comDoe@mycnote.com
8%
FirLast@mycnote.comJohDoe@mycnote.com
2%

Frequently Asked Questions

What is CNote's phone number?

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You can contact CNote's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CNote's official website and social media links?

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CNote's official website is mycnote.com and has social profiles on LinkedInCrunchbase.

What is CNote's NAICS code?

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CNote's NAICS code is 52 - Finance and Insurance.

How many employees does CNote have currently?

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As of July 2026, CNote has approximately 29 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: C. B.Vice President Of Partnerships: T. V.Co-Founder & Coo: Y. T.. Explore CNote's employee directory with LeadIQ.

What industry does CNote belong to?

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CNote operates in the Financial Services industry.

What technology does CNote use?

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CNote's tech stack includes Linkedin Insight TagFigmaAonDataTablesimagesLoadedWordPress Block EditorJavaScriptHSTS.

What is CNote's email format?

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CNote's email format typically follows the pattern of First@mycnote.com. Find more CNote email formats with LeadIQ.

How much funding has CNote raised to date?

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As of July 2026, CNote has raised $7.3M in funding. The last funding round occurred on Oct 19, 2022 for $7.3M.

When was CNote founded?

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CNote was founded in 2016.
CNote logo

CNote

Financial ServicesCalifornia, United States11-50 Employees

CNote operates an AI-powered cash management platform that mobilizes capital within the community finance sector to deliver competitive returns and enhanced liquidity for corporations, foundations, and individuals, while supporting community development. By directing deposits to minority depository institutions, CDFIs, and other impact lenders, the platform aims to provide investment returns similar to traditional products alongside social impact. 

Based in Oakland, California, CNote was founded in 2016 by Catherine Berman and Yuliya Tarasava and is a Certified B Corporation and GIIRS rated. The platform is used by large corporate clients including Apple, Mastercard, Patagonia, PayPal, and Netflix, while individuals can invest through the platform to support impact finance. In April 2024, CNote launched Climate Cash, a solution that enables clients to address climate change through insured deposit accounts.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $7.3M

    CNote has raised a total of $7.3M of funding over 9 rounds. Their latest funding round was raised on Oct 19, 2022 in the amount of $7.3M.

  • $10M$25M

    CNote's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $7.3M

    CNote has raised a total of $7.3M of funding over 9 rounds. Their latest funding round was raised on Oct 19, 2022 in the amount of $7.3M.

  • $10M$25M

    CNote's revenue is estimated to be in the range of $10M$25M

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